+905.2%
VRT vs RACE
+93.6%
+811.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.9% | +6.3% | +5.5% |
| 7D | +9.1% | -2.5% | +11.6% | +10.7% |
| 30D | +0.9% | +0.8% | +0.2% | +0.2% |
| 3M | -13.4% | +17.2% | -30.5% | -22.1% |
| 6M | +11.7% | +13.6% | -1.9% | +1.4% |
| YTD | +73.2% | +12.2% | +61.0% | +57.6% |
| 1Y | +123.4% | -16.3% | +139.7% | +141.9% |
| 3Y | +606.2% | +36.4% | +569.7% | +372.9% |
| All | +905.2% | +93.6% | +811.7% | +370.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling